2013
PLANADVISER Retirement Plan Adviser Survey

Advisers reveal their favorite retirement plan partners

Providers

Providers

Nationwide Financial

Qualified plan adviser votes135
Overall perception among plan advisers
Very favorable15.6%
Somewhat favorable47.4%
Not favorable35.6%
No opinion1.5%
Plan adviser experience with provider
Worked with many times20.7%
Worked with a few times37.5%
Worked with once14.2%
Never worked with27.6%
Top 10 service categories
1  Fee structure for advisers11 votes
2  Overall service to micro plans11 votes
3  Adviser sales/marketing support10 votes
4  Value-added adviser services9 votes
5  Wholesalers9 votes
6  Overall service to small plans8 votes
7  Participant education materials8 votes
8  Plan sponsor education materials7 votes
9  Adviser support post-sale7 votes
10  Plan participant support6 votes